The Controller Menu in the IBM Cognos Controller Link for Microsoft Excel

The Controller menu can then be found on the Add-In tab (Microsoft Excel 2007) when Excel runs.

IBM® Cognos Controller functions will be found alongside Excel functions in a specific function category marked Controller. The Cognos Controller functions are specifically adapted to fetch data from the Cognos Controller database. All functionality needed for working with the IBM Cognos® Controller Link for Microsoft Excel is found on the Controller menu. The IBM Cognos Controller Link for Microsoft Excel closes when Excel is closed.

The table shows the different menu items and their various functions:

Table 1. Controller menu functions
Controller menu	Description
Log on	Log on to Cognos Controller via the IBM Cognos Controller Link for Microsoft Excel.
Log off	Log out of Cognos Controller.
Reports > Refresh (F9)	Updates the workbook with the latest changes from Cognos Controller, which is the same as clicking F9. Update a single worksheet by clicking F10. Intended for IBM Cognos Controller Link for Microsoft Excel reports saved in Excel format.
Reports > Paste Codes	Pastes the codes Account, Company, Currency Code and Extended Dimensions 1-4 either horizontally or vertically into Excel. Intended for IBM Cognos Controller Link for Microsoft Excel reports saved in Excel format.
Reports > Export Data	Updates the workbook with the latest changes from Cognos Controller (Refresh) and thereafter exports data, using the function fExpVal, to the IBM Cognos Controller database. Security set on the menu Transfer/External Data/Import in Cognos Controller also applies to the menu Controller/Reports/Export Data in the IBM Cognos Controller Link for Microsoft Excel. Intended for IBM Cognos Controller Link for Microsoft Excel reports saved in Excel format.
Reports > Convert Workbook	Convert all IBM Cognos Controller Link for Microsoft Excel reports to the latest version of Cognos Controller. For more information, see Convert Workbook to Latest Version. Intended for IBM Cognos Controller Link for Microsoft Excel reports saved in Excel format.
Reports > Run Report	Runs the active report. You can choose to run both reports saved in the IBM Cognos Controller Link for Microsoft Excel and reports saved in Cognos Controller. Intended for Report Generator reports.
Reports > Create Report	Defines the contents of a report with the help of the Cognos Controller Report Generator. You can use this function to specify which types of information the report will contain and whether they are presented in rows or columns. Intended for Report Generator reports.
Reports > Open Report	Opens an existing report. A report saved via the Save Report command or in Cognos Controller can be opened here. Intended for Report Generator reports.
Reports > Save Report	Saves the active report in a format that can also be run from the menu Reports/Run in Cognos Controller. Only applicable for Report Generator reports. Intended for Report Generator reports.
Forms > Structure	Select this option to open the Form Structure Define window in Cognos Controller. For more information about Form Structure, see Form Structures
Forms > Layout	Select this to open a form and create layout. For more information about Forms Layout, see Define the Form Layout
Data Entry	Select this option to open the Data Entry window in Cognos Controller. For more information about Data Entry, see Data Entry - Reported Values
About	View information related to program version, server and database in use.
Help	View help file with information on using the Cognos Controller IBM Cognos Controller Link for Microsoft Excel.